FDMO — FIDELITY COVINGTON TRUST

Ownership history in Keystone Wealth Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIDELITY COVINGTON TRUST (FDMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q4)
Avg. % of fund
0.09%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,375 +616 +9.1% 0.13% $619K $83.84
2025 Q3 ADDED 6,759 +1,991 +41.8% 0.12% $562K $82.90
2025 Q2 ADDED 4,768 +1,515 +46.6% 0.09% $362K $75.48
2025 Q1 UNCHANGED 3,253 — 0% 0.06% $212K $64.62
2024 Q4 INITIATED 3,253 — — 0.06% $226K $69.04
% of Fund (quarterly)    FDMO price (monthly, adj. close)

Other funds also holding FDMO

As of 2025 Q4 — sorted by position size

Elevation Capital Advisory, LLC 1.8% Portfolio Strategies, Inc. 3Y 7Y 1.5% Retireful, LLC 3Y 0.44% Bryant Woods Investment Advisors, LLC 3Y 0.39% Mosley Wealth Management 0.28% Stonehearth Capital Management, LLC 3Y 7Y 0.22% Dentgroup LLC 3Y 0.17% Strategic Blueprint, LLC 3Y 7Y 0.16% Darwin Wealth Management, LLC 3Y 7Y 0.11% ShoreHaven Wealth Partners, LLC 3Y 0.09%
← Back to Keystone Wealth Services, LLC Holdings